What AI does in admin and data entry today

Module 1: What AI already does in your job

Course outline

Quick check

Guess first, no penalty. Which admin task does AI already help with in many offices?

AI tools help with these admin and data entry tasks today:

  • reading invoices (bills from suppliers), receipts and forms and pulling out fields with document AI and OCR (software that reads scanned pages as text)
  • typing data from PDFs into sheets
  • cleaning and formatting data
  • drafting routine emails and letters
  • summarizing documents
  • scheduling help
  • writing spreadsheet formulas

Say you receive 40 invoices a week as PDFs. AI can pull out the invoice number, date, supplier name, total and currency in seconds. You then check a sample against the original before the data goes anywhere.

A prompt for invoice fields

A prompt is the message you send to an AI chat tool (an app that writes answers to what you type). Here's one for invoices:

Read the invoice text below and pull out these fields: invoice number,
date, supplier name, total amount, currency. Put each value on its own
line with the field name in front of it. If a field is missing or hard
to read, write MISSING. Do not guess any value.

[Paste a made-up or cleared sample here]

Fill the gaps

Fill the gaps so the tool doesn't guess.

Prompt

From the invoice below, pull out . If a field is missing or hard to read, write .

Try it

Your steps, about 2 minutes

0 of 1
  1. 1.Make up a short invoice: a number, a date, a supplier, a total and a currency. Paste it under the prompt above, run it, and check each field against your made-up original.2 min

Practice

Question 1 of 2

A colleague in operations asks you to paste a spreadsheet of 200 real customer names, emails and order totals into a general chat tool so it can be cleaned and reformatted. Your company has not approved that tool for customer data. What do you do?

AI tutor

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